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Advisory Services
A landing page for all advisory services. Each entry opens with the client’s problem, not the service description. One short paragraph and a link to the dedicated page.
Family Business & Succession Planning
- Leadership transition planning across generations
- Successor identification, readiness assessment, and preparation — not just for the role, but for the weight of stewardship
- Family council and governance structure design
- Managing the founder’s exit — psychologically and structurally
- Sibling and cousin ownership dynamics
Governance & Ethics
- Family constitutions and charters
- Family councils, boards, and governance forums
- Decision-making frameworks integrating dharmic and ethical principles
- Managing relationships between family and non-family management
Conflict Management
- Mediation in family business disputes
- Inter-generational conflict around control, values, and succession
- Spousal and couple alignment on wealth decisions
- Facilitating conversations the family cannot have alone
- Structural prevention and post-conflict reconciliation
Strategic Planning
- Family enterprise strategy at inflection points
- Diversification aligned with family values
- Geographic relocation — business and personal implications
- Exit and liquidity event preparation — beyond the financial
Philanthropic Advisory ★
- Full philanthropic strategy and foundation establishment
- Programme design, beneficiary frameworks, and governance
- Operational advisory grounded in direct NGO experience
- See dedicated page for full service detail